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Capital Advisors Ltd’s BrightView Holdings BV Stock Holding History

Capital Advisors Ltd’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2K Hold
148
– – ﹤0.01% 1092
2026
Q1 		$2K Hold
148
– – ﹤0.01% 1077
2025
Q4 		$2K Hold
148
– – ﹤0.01% 1056
2025
Q3 		$2K Hold
148
– – ﹤0.01% 1043
2025
Q2 		$2K Hold
148
– – ﹤0.01% 1041
2025
Q1 		$2K Hold
148
– – ﹤0.01% 1033
2024
Q4 		$2K Hold
148
– – ﹤0.01% 1050
2024
Q3 		$2K Hold
148
– – ﹤0.01% 1040
2024
Q2 		$2K Hold
148
– – ﹤0.01% 1035
2024
Q1 		$2K Hold
148
– – ﹤0.01% 1018
2023
Q4 		$1K Hold
148
– – ﹤0.01% 1099
2023
Q3 		$1K Hold
148
– – ﹤0.01% 1087
2023
Q2 		$1K Buy
+148
New +$935 ﹤0.01% 1098

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Advisors Ltd's BV Position: Q2 2026 in Review

Capital Advisors Ltd held its BrightView Holdings (BV) position steady in Q2 2026 at 148 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Capital Advisors Ltd first reported a position in BV in Q2 2023 and has held it in 13 quarters since. 185 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Capital Advisors Ltd held 148 shares of BrightView Holdings worth $2K as of Q2 2026.
  • Capital Advisors Ltd left its BrightView Holdings share count unchanged in Q2 2026.
  • BrightView Holdings made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1092 holding.
  • Capital Advisors Ltd first reported a position in BrightView Holdings in Q2 2023 and has held it in 13 quarters since.
  • 185 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.